Af Cap WLRD GR & Inc. Class ACWGIX
13F holders, Q2 2024 (June 30)4holders
1new positions
1sold out
$65.46avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Af Cap WLRD GR & Inc. Class A (CWGIX) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($516K), Silvercrest Asset Management Group LLC ($339K) and Tucker Asset Management LLC ($255K).
- Company
- Af Cap WLRD GR & Inc. Class A
- Filed as
- AMERICAN FUNDS CAPITAL W (Q2 2024)
- CUSIP
- 140543109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 1 | $44K |
All 13F filers, Q1 2024 → Q2 2024: 100 shares bought and 731 shares sold, net −631 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Coston, McIsaac & Partners | 0.16% | Add +0.4% | 7,888 | $516K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.0% | 5,181 | $339K |
| Tucker Asset Management LLC | 0.06% | Add +1.4% | 3,893 | $255K |
| ORG Partners LLC | 0.00% | New | 17 | $1K |
"% of holder's portfolio" is CWGIX's weight in each manager's 13F, not the share of Af Cap WLRD GR & Inc. Class A the manager owns.